> I mean the short answer is that it doesn’t temperamentally suit him to do so.
Correct, and I think having a CEO who's totally unaccountable to a board and is temperamentally unable to focus on his core business is not good.
SpaceX and Tesla are nowhere near large enough consumers to justify vertically integrating a fab. The demand is predicated on Optimus producing millions of units per year.
This circularity will probably end up being seen in retrospect as so transparently absurd that it'll beggar belief that anyone accepted it.
I respect the perspective, of course, and cannot argue with the risk assessment.
That said I think these bets will pay off. Let’s check in in five years!